EPISODE · May 21, 2026 · 36 MIN
525.【財經時事放大鏡】衛星 x AI x 財爆
from 財報狗 - 掌握台股美股時事議題 · host 財報狗 - 台灣最大基本面投資平台
01:08 本輪 AI 循環的 AI Infra 各項產業鏈後續展望。14:46 今年可能 IPO 的公司 SpaceX、Anthropic、OpenAI。17:39 SpaceX 各項業務與盈利能力。25:49 NVIDIA 法說與財報。28:20 近期有數間保留結論，被打入全額交割的公司，投資人需要注意相關風險。＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿＿￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣￣▍6/15 漲價，6/14 前訂閱永遠享有優惠價最便宜方案 349 → 599，現在訂閱省 3,000 元／年立即訂閱：https://statementdog.com/pricingPodcast 回饋表單：https://statementdog.cc/PMOa8Podcast 業務合作聯絡信箱：[email protected]
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525.【財經時事放大鏡】衛星 x AI x 財爆
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